D. Alfred Jones| CFP®, MBA, JD
Jones Financial Consulting, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
- Middle Income Client Needs
D02, Suite 405C
Eau Claire, WI 54703
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
D. Alfred (Al) Jones is the founder and sole owner of Jones Financial Consulting, LLC. For over 25 years, Al has enthusiastically counseled, educated, and advised clients regarding financial issues including retirement planning, investments, and estate planning. He formed Jones Financial Consulting in 2007 because he recognized that individuals are searching for independent, objective, and unbiased advice. He believes that a client making informed confident decisions is the key to the client’s long term financial success.
Al is a fiduciary for his clients. This means his advice and guidance is strictly in the client’s best interest. Typically Al provides comprehensive financial planning because it is important to coordinate many aspects of a client’s financial life. Al does not sell investment or insurance products. He is compensated by his clients strictly for the advice and assistance he provides.
Al and his wife are transplanted Iowans who love living in northern Wisconsin. They moved to Eau Claire from Green Bay in 1992 when Al was chosen to manage the trust and investment division of a local bank. Al is a Certified Financial Planner (CFP®) with a Juris Doctorate degree from the University of Iowa. He earned a Master of Business Administration degree from UW-Eau Claire and has lectured in the College of Business.
He is a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA) and a member of the Financial Planning Association (FPA). Al has been a volunteer Big Brother and a Literacy Volunteer tutor. He currently serves on the board of the Chippewa Valley Museum.
Our services are flexibly designed for clients who:
- take a do-it-yourself approach but want another opinion or a sounding board;
- work with several advisors and want an independent resource to coordinate services and advice from multiple sources;
- want to delegate investment management responsibility over some or all of a portfolio to Jones Financial Consulting, an independent Registered Investment Advisor.
Jones Financial is best suited for individuals and families who want to gain peace of mind over a broad range of interrelated financial topics rather than address one narrow issue. Our services are designed for clients who prefer personal financial advice from a specialist who does not sell financial products.
We invest considerable time advising each client because we take this process and your satisfaction very seriously. You will also invest time in this process to make sound decisions. Working with Jones Financial is a mutual commitment to thoughtfully make the best decisions in a world of change and uncertainty. This is a working partnership as we help you achieve your financial goals.
It is not our objective to become a large business with hundreds of clients. Rather, we choose to have a limited number of clients so we can provide each with close personal attention.
Client meetings may be held at your office or home, our office, or another convenient location that offers privacy and is conducive to open discussion.